晚报 | 1月29日主题前瞻

Group 1: Embodied Intelligence - Shenzhen is promoting the integration of AI embodied intelligence in the home industry, supported by a three-year action plan (2026-2028) [1][5] - The plan encourages smart home companies to adapt to domestic operating systems and chips, aiming for comprehensive AI integration in various home appliances [1][5] - The market for embodied intelligence is expected to grow significantly, with projections estimating a market size of 632.8 billion yuan by 2027 [1] Group 2: Cloud Services - Google Cloud announced a price increase for global data transmission services starting May 2026, with North American rates expected to double [2] - This price adjustment reflects a shift in the cloud services industry, where major players are passing on systemic cost pressures to end users due to rising AI computing demands and infrastructure costs [2] - The trend indicates a potential end to the long-standing price reduction in the cloud services sector, with expectations that other providers may follow suit [2] Group 3: Commercial Space - SpaceX CEO Elon Musk announced the first flight test of the Starship V3, scheduled to take place in six weeks, focusing on launching the new generation Starlink V3 satellites [3] - The Chinese commercial space sector is anticipated to experience significant growth, with market size projections exceeding 2.5 trillion yuan this year [3] - The development of commercial space is expected to drive collaboration across various industries, including low Earth orbit internet constellations and satellite communications [3] Group 4: Reusable Rockets - China Aerospace Technology Corporation emphasized the importance of reusable rocket technology in its 2026 work plan, aiming to enhance capabilities for commercial launches [4][7] - Reusable rockets are designed to reduce launch costs significantly, with projections suggesting costs could drop from 300,000 yuan per kilogram to 20,000 yuan per kilogram [4] - The commercial market for reusable technology is expected to expand, potentially unlocking a market worth hundreds of billions and fostering growth in satellite manufacturing and space applications [4]